Head of Partner Solutions

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.


The Role

As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem. Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $182,000 - $285,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You'll Do

• Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability.
• Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams.
• Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.
• Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.
• Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field.
• GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.

Who You Are

• Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.
• Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform.
• Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders
• Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine.
• Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors.
• Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner's own success.
• Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients' success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to View email address on click.appcast.io.